Close + Daylite
Create new Daylite objects for every new Close opportunity
Automate your sales process and stay organized with this efficient workflow. When a new opportunity arises in the Close app, this automation will create a corresponding object in the Daylite app, ensuring all your important information is captured and easily accessible. Spend less time on manual data entry and more on closing those deals.
Automate your sales process and stay organized with this efficient workflow. When a new opportunity arises in the Close app, this automation will create a corresponding object in the Daylite app, ensuring all your important information is captured and easily accessible. Spend less time on manual data entry and more on closing those deals.
- When this happens...New Opportunity
Triggers when a new opportunity is added.
- automatically do this!Create Opportunity
Creates a new Opportunity.
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